It’s all about the money

Get your invoices out to customers instantly and get the money in your bank faster.

Wouldn’t it be great if you could automate the steps in your credit control process too?

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Online Invoice Software

So, invoices are nothing new, and you might be thinking to yourself that your accounts system handles your invoicing.

While all accounts systems do cover the function of invoicing, they are typically very limited when it comes to branding them as your own.

Even most accounting software packages miss the opportunity to get your credit control process improved and speed up payment from your customers.

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Sales Automation

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Business Automation

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Service Automation


What is an Invoice?

An invoice is a document used to request payment from a customer.

Depending on the country you operate from, or the customers you supply to, the invoices you send may need to contain different information from a legal perspective.

While an invoice is nothing exciting in its’ own right, companies spend a lot of money on branding, and this should not be overlooked on your invoice as it is still a customer facing document.

Many invoice systems make it difficult to do much more than adding your company logo, while you should ultimately be able to choose layouts, fonts and more and even include marketing collateral!

What is an Invoice?

Key Benefits

Below is a snapshot of some of the most popular key benefits from using the Invoices Module.

Manage and create custom fields

Create custom fields

Do you want to store specific information and details against invoice records?

Create custom fields to match the data requirements you have. Choose different input formats such as numbers, single line text, multi-line text, checkboxes, dropdown menus and date fields.

Configure stripe payments

Take card payments

Are there times when you want to be able to take card payments.

Connect your stripe account and choose to enable payments on all or some invoices to enable customer to pay directly via a secure web page without any involvement from your team.

Schedule payment reminders and credit control tasks and emails

Automate credit control

I'll bet you just love having to chase customers to pay their invoices?

Create automated payment reminders which you can change based on the customer, all connected to your own specific email accounts. Dynamically build tasks for credit control as soon as invoices go past their due dates.

Completely flexible document templates

Flexible templates

Would you like more control over how your invoices appear to your customers?

Our document templates are fully customisable, giving you full control over exactly what information is displayed and where. You can also change fonts & colours to match your brand & style.


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Generate and Email Invoices

Generate and email invoices at the click of a button from quotes, jobs, and delivery notes. Automatic linking makes it easy to see what you've billed. Create pro forma, part, and full invoices, and credit notes, and post them into your accounts system at the click of a button.

Non-accounts staff can generate and send an invoice without having access to your accounts system - meaning your invoices go out sooner.


Flexible Invoice Templates

Customise and Brand your Invoices

Generate your invoices with a set of standard templates, or create your own, with the same power and flexibility as the quotation software module.

Move, add or remove information on the invoices so that they show exactly what you want. Enhance your invoices by importing product imagery automatically.

Swap between templates quickly for an invoice. This is ideal if you need to show different payment terms or use another branding.


Related Modules

These are some of the most common modules where our customers benefit from what the Invoices module offers.

Jobs/Sales Order Management

Jobs/Sales Order Management

Manage your customer jobs and/or orders, with the added advantage of sub-workflows to breakdown different types of jobs and orders. Automatically keep your customers in the loop at every step of the way.

Contracts

Contracts

Manage your customer contracts quickly and easily. Auto-generate routine jobs and invoices with defined schedules by individual contract. Ideal for any business providing ongoing service or preventative maintenance.

Delivery Notes

Delivery Notes

Create, print, send and track your customer deliveries. Can be quickly created from all or part of a customer order, with flexible document templates so you can layout your paperwork the way you want it.

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...to see how our solution can help your business